Chrysalis Wealth Management

Your goals guide everything we do, and our team approach helps us see them from every angle. By collaborating closely and sharing our experience, we strive to offer more thoughtful, well-rounded advice. The result? Clearer decisions, fewer blind spots and a financial plan that helps you move forward with confidence and a stronger sense of control.

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Team photo for Chrysalis Wealth Management
Team photo for Chrysalis Wealth Management

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Advisors

Advisor photo for Kimberly Maez

Kimberly Maez

CFP®, APMA®

Private Wealth Advisor

Chief Executive Officer of Chrysalis Wealth Management
Visit Kimberly Maez's website
Advisor photo for Renae E Smith

Renae E Smith

CFP®, APMA®

Private Wealth Advisor

CERTIFIED FINANCIAL PLANNER® practitioner
Visit Renae E Smith's website
Advisor photo for Mark Nelson

Mark Nelson

CFP®

Financial Advisor

Visit Mark Nelson's website
Advisor photo for Austin Braund

Austin Braund

APMA®

Financial Advisor

Visit Austin Braund's website
Advisor photo for Clint Knopp

Clint Knopp

APMA®

Financial Advisor

Visit Clint Knopp's website
Advisor photo for Ryan Holzwarth

Ryan Holzwarth

APMA®

Financial Advisor

Visit Ryan Holzwarth's website
Advisor photo for Tzarina Sherfey

Tzarina Sherfey

CRPC, APMA®, CMFA®

Financial Advisor

Visit Tzarina Sherfey's website
Advisor photo for Reggie Alilonu

Reggie Alilonu

MBA, CFP®, CPA

Financial Advisor

Visit Reggie Alilonu's website
Advisor photo for Alie Olsen

Alie Olsen

CFP®, APMA®

Financial Advisor

Visit Alie Olsen's website
Advisor photo for Chris Unfug

Chris Unfug

CFP®, BFA

Private Wealth Advisor

CERTIFIED FINANCIAL PLANNER® professional
Visit Chris Unfug's website


Team

Jamie Canyock

Jamie Canyock

Operations Specialist

Shelly Green

Shelly Green

Client Concierge

Julie Maat-Yocum

Julie Maat-Yocum

Client Concierge

Kam Silva

Kam Silva

Financial Planning Specialist